Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 25
- +7 vs. Q3 2023
- Portfolio value
- $1.30B
- +$265.5M (+25.8%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 798,603 | $121.3M | 9.4% | −43,700−5.2% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 613,458 | $90.4M | 7.0% | +214,066+53.6% | Added | History |
| SGISomnigroup International Inc. | COM | 1,702,140 | $86.8M | 6.7% | −199,885−10.5% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 969,095 | $82.7M | 6.4% | +969,095 | New | History |
| LWLamb Weston Holdings, Inc. | Stock | 739,169 | $79.9M | 6.2% | −463,447−38.5% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 326,447 | $71.5M | 5.5% | +326,447 | New | – |
| MSFTMicrosoft Corp | Stock | 189,597 | $71.3M | 5.5% | −217,400−53.4% | Reduced | History |
| WIXWix.com Ltd. | SHS | 574,583 | $70.7M | 5.5% | +574,583 | New | History |
| BLDRBuilders FirstSource, Inc. | Stock | 413,100 | $69.0M | 5.3% | +413,100 | New | History |
| NVDANVIDIA Corp | Stock | 130,691 | $64.7M | 5.0% | −129,500−49.8% | Reduced | History |
| NWSANews Corp | CL A | 2,564,800 | $63.0M | 4.9% | +2,564,800 | New | History |
| TKOTKO Group Holdings, Inc. | CL A | 695,401 | $56.7M | 4.4% | +1,807+0.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 158,600 | $56.1M | 4.3% | −92,800−36.9% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 5,770,366 | $48.1M | 3.7% | +5,770,366 | New | History |
| OKTAOkta, Inc. | CL A | 500,000 | $45.3M | 3.5% | +500,000 | New | History |
| SONYSony Group Corp | SPONSORED ADR | 429,036 | $40.6M | 3.1% | −358,911−45.6% | Reduced | History |
| PTCPTC Inc. | Stock | 211,544 | $37.0M | 2.9% | +211,544 | New | History |
| CRMSalesforce, Inc. | Stock | 119,200 | $31.4M | 2.4% | +1,300+1.1% | Added | History |
| ARMArm Holdings PLC | ADR | 400,000 | $30.1M | 2.3% | 00.0% | Unchanged | History |
| PCORProcore Technologies, Inc. | COM | 387,800 | $26.8M | 2.1% | +387,800 | New | History |
| VRTVertiv Holdings Co | COM CL A | 405,927 | $19.5M | 1.5% | −448,173−52.5% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 36,600 | $15.0M | 1.2% | −80,400−68.7% | Reduced | History |
| MUMicron Technology Inc | Stock | 174,400 | $14.9M | 1.1% | −312,200−64.2% | Reduced | History |
| CARTMaplebear Inc. | COM | 80,000 | $1.88M | 0.1% | 00.0% | Unchanged | History |
| KVYOKlaviyo, Inc. | COM SER A | 40,000 | $1.11M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (2)
Positions held at the end of Q3 2023 that are gone from this filing.